Insights

Approaching Retirement

February 27, 2020

Are We Ready to Retire?

One of the most common questions we receive from people who are approaching retirement is, "Are we ready to retire?" In this video we share how Sensenig Capital tackles this…

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In Retirement

February 10, 2020

Yields of Dreams: A Closer Look at Dividends

Income generation may be a priority for some investors, but other important investment considerations, such as diversification and flexibility, needn’t fall victim to that aim. Dividend strategies are not the…

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Early to Mid-Career

January 23, 2020

How Should You Handle that Old 401(k)?

In this video we explore 3 reasons why you shouldn't leave that old 401(k) with your previous employer and how to take those next steps in rolling the money into…

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Early to Mid-Career

January 22, 2020

Making Your 2020 Resolutions Stick

Making a New Year’s resolution is the first step to creating better habits. But making a New Year’s resolution and keeping a New Year’s resolution are not always the same…

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Business Owners

January 22, 2020

3 Upside-Down Investment Insights

Often, all you need to be an excellent investor is a healthy dose of common sense: A penny saved is a penny earned. Buy low, sell high. Don’t put all…

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Approaching Retirement

January 3, 2020

You, Your Retirement, and the SECURE Act

You may have missed the news – buried in a much bigger spending bill, and passed in the thick of the holiday season. But after months of nearly bringing it…

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In Retirement

December 12, 2019

Hindsight Is 20/20. Foresight Isn’t.

The year 2019 served up many examples of the unpredictability of markets. Interest rates that US policy makers expected to rise fell instead. Outside the US, Greece—the site of an…

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Approaching Retirement

December 11, 2019

6 Year-End Financial Planning Opportunities

Are your finances ready for the end of the year? December brings many deadlines and lists; there are gifts to buy, holidays to plan, and vacations to organize. While financial…

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In Retirement

November 25, 2019

Why “Safe Harbors” Can Be Risky Business

We see it often: Whenever investors are spooked by turbulent times, dollars tend to flow out of the stock market, and into “safe harbor” investments such as bonds, bond funds,…

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Early to Mid-Career

November 19, 2019

College Savings Plans: Breaking Down the Complexities

The increasing cost of higher education saddles many young adults with massive amounts of student debt. This student debt makes it harder to balance other important financial obligations such as…

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